SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Amy J who wrote (180612)4/4/2005 12:06:03 PM
From: Dave  Read Replies (1) | Respond to of 186894
 
Hey Amy,

Would you do me a favor and post a link?

thanks,

Dave



To: Amy J who wrote (180612)4/4/2005 1:09:08 PM
From: Proud_Infidel  Read Replies (3) | Respond to of 186894
 
08:28 INTC Intel Gross margin can indeed rise significantly in H205 - Goldman Sachs (23.01 )

Goldman issuing positive comment on Intel following checks in Asia noting that Intel's Q1 likely finished as expected, and that Q2 revenue guidance will be in line with current street estimates. Importantly however, the firm expects that Intel will not build more than a seasonal amount of inventory in H105, the way it did in H104, and that gross margin can indeed rise significantly in H205, potentially creating upside to H205 estimates. Potential gross margin upside in their view is the key reason to own Intel stock right now. Estimates FCF fair value for INTC stock is $30.